Jason Monteleone, CFP^®

Designations and licenses

Jason is a CERTIFIED FINANCIAL PLANNER™ professional and holds life and accident, health and travel insurance licenses.

Experience and education

Jason develops customized investment, retirement, insurance and wealth preservation strategies to help meet clients’ needs and goals. He has extensive experience in providing comprehensive personal financial planning services to executives and high-net-worth individuals. 

Prior to Mariner, Jason was a financial advisor in the Global Wealth Management division of Merrill Lynch, collaborating with high-net-worth individuals, small–business owners and corporate executives to provide personal financial planning, retirement and investment management services. 

He has an MBA in finance from Fordham University’s Graduate School of Business, a Bachelor of Arts degree from Lafayette College and a certificate of financial planning from New York University.

Jason’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.